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The Simplified Budget for Families
WELCOME
Start here! (0:39)
Disclosure
FOUNDATION
Why A Budget is Essential
Reflection Time
(NEW!) Know your net worth
(NEW!) The good, the bad, the ugly on net worth
(NEW!) BUDGET TALK WITH A SPOUSE
Introduction
How to share your budget with your spouse
Common Money Personalities in Marriage
Mine, Yours, Ours
Tips for talking about money
SPEND PLAN V. BUDGET
A Mindset Shift
THE 4-PART BUDGET
Essential Categories
Income
Genuine Expenses “Needs”
Adaptable Expenses “Wants”
Savings
SET-UP YOUR BUDGET
Download your spreadsheet & Instructions for the Budget (18:26)
Quick Fill your Budget
A More Detailed Look
THE ZERO BASED BUDGET
Give Every Dollar a Job
MANAGING YOUR BUDGET
Month-to-Month
At the end of the month
Spend v. Actual Tab Explained
Saved extra? GREEN v. RED
Looking Back to Last Year
CONGRATULATIONS
You did it!
Coaching Call
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Looking Back to Last Year
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